Tom is a founding member of Integer Wealth Advisors Group (Integer), which merged with JFS Wealth Advisors in 2021. He has extensive experience in managing complex multi-year income tax planning issues which includes understanding stock options, passive activities, alternative minimum tax, capital transactions, divorce, state residency matters, trusts, business structure, retirement, and charitable giving. Tom also has broad experience working with federal and state authorities to resolve income tax matters.
In addition, Tom works with multiple families and individuals to manage family wealth, including investment-related due diligence, implementing retirement plan strategies, and counseling clients on wealth transfer and legacy plans designed to accomplish client goals.
Prior to starting Integer, Tom spent 18 years as a Director with Deloitte where he was responsible for the Mid-Atlantic Private Client Advisors Practice. Tom received a Bachelor of Science Degree from Drexel University and an M.S. in Taxation from Villanova University. He is a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS).
Tom supports charitable programs benefiting ALS research, children’s education, welfare, and health. Tom is married and has three children.